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Ideas
January 10, 2018
Preview of McCarthy & Stone: Largest UK Retirement Homebuilder
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January 10, 2018
Preview: S&U, Underappreciated Non-Prime UK Auto Finance Company
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January 6, 2018
Selected Investment Ideas in Eastern Europe
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January 2, 2018
The “Next Big Thing” Just Might Be Hiding in Plain Sight
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December 31, 2017
Preview of Medley Capital: Middle Market Lender at Discount to NAV
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December 28, 2017
Preview of Madalena Energy: A Small Black Gem in White-Hot Argentina
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December 26, 2017
TripAdvisor: Mr. Market Overlooking Valuable Platform Businesses
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December 25, 2017
Preview of Cambria Automobiles: Owner-Operated UK Auto Dealer
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December 24, 2017
Preview of Varex Imaging: Moaty Spinoff in Oligopolistic Market
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December 19, 2017
Preview of KKR Presentation: Venerable PE Firm, Attractively Valued
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December 18, 2017
SiteOne: Formerly Trapped Within John Deere, Now Free to Excel
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December 17, 2017
Liberty Global: European/Latin American Cable on Sale
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December 16, 2017
Jeff Stacey’s Best Idea for 2018
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December 15, 2017
Previewing PRGX Global for Best Ideas 2018
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December 12, 2017
Daejan Holdings: Conservative UK Property Owner at Steep Discount
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December 11, 2017
PNE Wind and Francotyp-Postalia: Misunderstood and Neglected
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December 10, 2017
Scorpio Bulkers, Safe Bulkers, Navios, Songa Bulk: Improvement Underway
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December 8, 2017
Essilor: Luxottica Merger Creates Global Leader Across Value Chain
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December 5, 2017
Autoliv: Future-Proof Supplier of Automotive Safety Systems
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December 5, 2017
DIA: Aldi/Lidl of Iberian World, Recovering From Carrefour Legacy
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